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Obtains access to the information in a personal capacity;
Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services;
Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body;
Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so;
Uses the information solely in relation to the management of their personal funds and not as a trader to the public or for the investment of corporate funds;
Does not distribute, republish or otherwise provide any information or derived works to any third party in any manner or use or process information or derived works for any commercial purposes.
Curtis Banks specialises in self-invested pensions. Our senior team has been involved with small self-administered schemes (SSASs) since 1995, giving us almost unrivalled experience in this field. Since 2009 weve grown through a combination of acquisitions and organic growth, and have maintained our focus on robust service, modern technology and innovation throughout.
Registrars:
Key Personnel
CEO:
William Arthur Self
CFO:
Daniel James Cowland
Chairman:
Christopher Macdonald
Non-Executive Director:
Louis Jules Hydleman, William John (Bill) Rattray, Jill Lucas
Chief Operating Officer:
Jane Ridgley
Contact Details
Address:
3 Temple Quay, Temple Back East, Bristol, United Kingdom